31 results found
-
Better Handling of "Display" Items
: In its current configuration, a "display" shelf location can be used to indicate an item has been placed on display. However, changing this shelf location is a semi-permanent change and when the display comes down staff must change the location codes, either manually or through a record set, to the original location. Because displays are often very popular, this often results in items being checked out and returned. Without markings on the books that indicate they're on a temporary display, these items are often reshelved in their original location while their Polaris record indicates they're still on display, hindering…
116 votes -
Ability to place holds on all items in a record set
From time to time, we have need to place all items on a record set on hold to call them in for a specific purpose. It would be great to have the ability to select all or some items within a record set and click a place hold button and then have the option to move the request for each of these items to the top of queue.
Idea Value
This would make functions so much faster and easier. For example, right now, I need to place item level holds on a couple dozen checked out items to inspect them…88 votes -
Patron expiration date to match patron code
We have different time frames for different patron codes. For example a regular adult or child card is two years. We have others, such as a visitor card that is three months and several others. We would like the system to automatically adjust the expiration date to a pre-determined time frame set for each code.
Idea Value
Fewer mistakes made by staff. They often forget to adjust the expiration date for patron codes that vary from our default. Like many things, it's a 'training issue' and we try our best but with the size and turnover mistakes are made. This…68 votes -
Count Renewals Separately- how many patrons actually checked out an item
For collection development purposes, we need to know how popular an item is. Right now, renewals from the same patron counts as a circ. It would help to have renewals counted separately so that we can have an accurate circulation stat. For example, our YA Manga (33090005890258) shows that lifetime circulation is 5 but it's actually 2 patron checkouts with 3 renewals. This number makes it seem that this manga is more popular than it is. New items are easier to count right now but as time passes, looking at the history will become more time consuming.
Idea Value
Time…66 votes -
Display additional record types in "Recent" workform tracker
The "Recent" tab in the Leap Workform Tracker lists recently-accessed patron, item, and bibliographic records. Now that additional record types are available in Leap, it would be helpful to have additional record types listed in the "Recent" tab, including but not limited to:InvoicesPurchase OrdersRecord Sets
Idea Value
The "Recent" tab in the workform tracker is a helpful tool that allows staff to easily reopen records that have been recently closed. Adding additional record types to the recent tab would be helpful for all staff, especially technical services staff that are transitioning to Leap.56 votes -
Include item barcodes on billing notices
Currently item barcodes are not included on the billing notices. We double check the shelves for billed items prior to mailing the bill to the patron. Often we have multiple copies of the item. To ensure that the bill is accurate and the items are truly missing, we have to take the other copies to the circulation desk and double check their status. This is time consuming, inefficient and occurs frequently. Item barcodes are include on the overdue notices. I would like to see them included on the billing notice too.
Idea Value
This would simplify the workflow, reduce staff…48 votes -
Show allowable renewals as zero if the item has a block or hold
Show that there are no available renewals on an item if the item is blocked or has a hold.
Idea Value
This will reduce the confusion that patrons have when checking their accounts for available renewals. It will show that the item is not renewable and must be brought back.48 votes -
Have the ability to use the ENTER key to close a check out in Leap
In Polaris staff have the ability to tap ENTER to close a check out. In Leap, staff must select COMPLETE with the mouse to close the transaction.
Idea Value
Polaris users have become acustomed to using ENTER to finish a check out so having to select COMPLETE is awkward and takes extra steps involving the mouse.47 votes -
Patron Preferred Pronouns (Polaris)
We would like an optional field in the patron record for preferred pronouns. This field should be available at the top of all patron registration views near Last name, First name, Title etc. It should be available to display on the Patron Status and Check-out screens via System Administration under Parameters, Patron Services, Check-out: Optional patron data. We would also like to be able to display it on phone notices, but not mailers.
Idea Value
As our libraries strive to be more inclusive, we would like a way to record the patron's preference other than using a note field which…47 votes -
Always allow item-level holds in PAC
It would be incredibly useful for our patrons if we could still allow item-level holds from the PAC for those items which are not serials or multi-part sets. We want to limit holds for serials and multi-parts using the current functionality in Polaris because it will serve our patrons better, but other functionality should not be taken away in order to do so.
Currently, in the Requests parameters, unless the box is checked for 'Allow item requests from PAC,' item-level holds cannot be placed on all items. If 'Limit item requests to first available copy' is checked, and any of…
47 votes -
Option to prevent same-day renewals
Optionally prevent renewals from going through the same day an item is checked out (applied to items with loan periods of more than 1 day).
Idea Value
Increasingly libraries are using self-checkouts and RFID circulation stations. Both patrons and staff members can unintentionally rescan items that have just been checked out, using up one or more renewal, just by having the items too near the scanner pad. This would prevent accidents that use up available renewals and lead to confused patrons and staff!46 votes -
Reserve in advance - Book Club Kits or Library of Things
Add an option based on material type that allows the customer to reserve an item for a certain time frame. For example, if the item type is book club kit, they can reserve a title in June for a meeting in October. For greater flexibility, we'd like to control how far in advance they can book the item based on material type. We'd be interested in using this for book club kits, laptops, and other types of kits that we have or might add.
Idea Value
As more libraries are adding non-traditional materials such as tools, cake pans, and sewing…46 votes -
Ability to delete notification options
Ability to delete unused notification options (e.g., Mailing Address, Fax) so they can't be selected during patron registration.
Idea Value
Will save staff time cleaning up unused notification options.38 votes -
Remove No. of Renewals when item has not been auto-renewed
When an item cannot be auto-renewed, the first section of the reminder notice should not display no. of renewals to the right of the title. Patrons who do not read the text carefully tend to assume that the item did renew and they still have renewals left.
Idea Value
This would make it more obvious to patrons that the item had not renewed. There are already too many elements contained in the reminder notice, with no ability to bold or emphasize or reformat so the three sections are more clearly defined. This has led to a lot of confusion for…37 votes -
Transitioning Claim Returned and Claim Never Had
We would like Polaris to transition items with a Circulation Status of Claim Returned and Claim Never Had to Withdrawn after a specified number of days. We envision this working like Lost Item Transition and the Missing Item Transition.
Idea Value
Adding this feature would allow a library to automatically remove items from patron view and allow for a more streamline process for deleting item records.35 votes -
Leap Check Out Button Label Receipt and add Button to Close without Receipt
In Leap relabel the current submit Close button to Receipt. Add an additional button next to it called Close that that would close the record check out the material but would not generate a paper receipt print dialog box etc.
Idea Value
This would save paper for those libraries that have suppressed the print dialog box in their browsers for Leap and patrons that did not want a paper receipt.34 votes -
Custom Hold Pickup Durations Based Upon Material Type
We'd like to have the ability to change hold pickup duration based on material type. Many libraries are now offering Library-of-Things types of collections, as are several of ours. And they'd like to make it so you could put a hold on a LoT item, but you need to come get it in 24 hours, or 48 hours. Not in seven days or five days as set by an overarching system parameter that governs all the holds.
We already have material type specific parameters for fine codes and loan periods. The inability to adjust hold related parameters seems like a…
34 votes -
Set Unclaimed Items to Missing from Picklist in Leap
Add a "Missing" button to the action headers above the items in the Unclaimed tab of the picklist in Leap.
Idea Value
When staff open the unclaimed list and pull items off the hold shelf, they have no direct way to handle items missing from the shelf. Rather than having to use a lengthy work around, it would be more efficient if staff could change the item circ status from within the Unclaimed tab.Currently staff have to copy the barcode to check in the missing item (by logging in as the assigned branch - something they may not have…
32 votes -
Remember scroll position when working with record sets in Leap
When using Leap on an iPad, if you select a record to view and then close it you are sent back to the beginning of the list. It would be an improvement to be able to go right back to where you selected the item record.
Idea Value
This would save a lot of time scrolling back to the exact place you were before you opened a record.31 votes -
Automatically check in items that don't need to be returned
We circulate culture passes (e.g. admission to local museums, the zoo, etc.) that don't need to be returned. I've created some queries to easily identify the items that are due so that staff can check them in. It would be nice to have a setting that would automatically check the items in on their due date so that manual steps don't need to happen. We check the items out for statistical purposes and because we want to limit how many passes are checked out to a patron at a given time.
Idea Value
This enhancement would benefit circulation staff who…29 votes
- Don't see your idea?